Assign Goals for Major Giving Officers

To assign a monthly goal to a Major Giving Officer, click MGO Assignments on the Navigation menu and then follow these steps:

  1. Select a major giving officer.
  2. Click Edit Goals.
    1. The Edit Goals button changes to Save while you are making changes to the goal amounts.
  3. Enter the goal amount under the calendar icon for that month.
    1. When you are finished enter the goal amounts, click Save.

You can use these same steps to make changes to goals that have been created for Major Giving Officers.